Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$134K Buy
2023
Q2
$99K Sell
2023
Q1
$1.41M Buy
2022
Q4
Sell
2022
Q3
$1.26M Buy
2022
Q1
Sell
2021
Q4
$1.21M Buy
2021
Q3
Sell
2021
Q2
$414K Buy
2020
Q4
Sell
2020
Q3
$1.06M Buy
2020
Q2
$628K Sell
2020
Q1
$1.92M Buy
2019
Q1
Sell
2018
Q4
$730K Buy
2018
Q3
$345K Sell
2018
Q2
$518K Buy